
Special Episode: Sanctions, Bonds and Currency Markets
With multiple countries now imposing sanctions, investors in Russian government bonds and currencies will need to consider their options as the risk of default rises.Important note regarding economic ...
11 Maalis 20228min

Special Episode: Inflation, Energy and the U.S Consumer
As inflation remains a focal point for the U.S. consumer, higher energy costs will dampen discretionary spending for some. But not all are impacted equally and there may be good news in this year’s ta...
10 Maalis 20228min

Michael Zezas: The Macro Impacts of Oil Prices
With the rising cost of oil comes concerns around economic growth, but the distinction between the impact in Europe and the US is important, presenting both challenges and opportunities for investors....
9 Maalis 20222min

Graham Secker: Stagflation Pressure Meets Pricing Power
As European markets price in slowing growth, increased inflation and geopolitical tensions, pricing power is a potential focus for European investors looking to weather the storm.-----Transcript-----W...
8 Maalis 20223min

Mike Wilson: A More Bearish View for 2022
The year of the stock picker is in full swing as investors look towards a future of Fed tightening and geopolitical uncertainty, where some individual stocks will fare better than others.-----Transcri...
7 Maalis 20223min

Andrew Sheets: A Different Story for Global Markets
While the U.S. continues to see high valuations, rising inflation, and slow policy tightening, the story is quite different for many markets outside the U.S.Important note regarding economic sanctions...
4 Maalis 20222min

Special Episode: How Fed Policy Impacts Housing
As the Fed continues to signal coming rate hikes this year, the housing market will face implications across home sales, mortgage rates, and fundamentals.-----Transcript-----Jay Bacow: Welcome to Thou...
3 Maalis 20226min

Michael Zezas: Key Questions Amidst Geopolitical Tensions
The recent crisis in Ukraine has caused a great deal of uncertainty in the economy and markets. To cut through the noise, we take a look at the three key questions we are hearing from investors.Import...
3 Maalis 20223min





















